Keener Financial Planning LLC

CIK

2004495

Location

KELLER, TX

Portfolio Value

Micro $9,934,624

Diversification

Diversified

Filing Date

Global Rank

#8,119 / 8,603 ▲ 10 · as of Mar 2026

Top Industry

Consumer Electronics 28.1%

3Y Alpha vs SPY

-3.3%

Period ended 3 months ago

Filed May 1, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+50.6%

SPY

+53.6%

Annualised alpha

-1.0%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.4%

+1.1 pts

Top 5

69.3%

−0.2 pts

Top 10

90.6%

+2.3 pts

HHI

1,369

Diversified+40

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	62.0%	$6,163,253	5
Financial Services	11.6%	$1,148,954	2
Healthcare	8.7%	$860,712	2
Consumer Defensive	5.6%	$557,644	1
Communication Services	4.7%	$462,396	1
Industrials	2.8%	$278,285	1
Unclassified	2.4%	$243,227	1
Consumer Cyclical	2.2%	$220,153	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
MSFT	Microsoft Corp	+490	4,268	$1,579,885
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−1,971	7,176	$1,251,494
AAPL	Apple Inc.	−564	10,712	$2,718,598
UNP	Union Pacific Corp	−236	1,147	$278,285
WMT	Walmart Inc.	−44	4,487	$557,644
BRK-B	Berkshire Hathaway Inc	−11	836	$400,611
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
GBCI	Glacier Bancorp, Inc.	4,945	$217,827
EXPE	Expedia Group, Inc.	750	$212,482
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $9,934,624 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	10,712	-564	$2,718,598	−11.3%	27.36%
MSFT	Microsoft Corp Technology	Added	4,268	+490	$1,579,885	−13.5%	15.90%
NVDA	Nvidia Corp Technology	Reduced	7,176	-1,971	$1,251,494	−26.6%	12.60%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,544	0	$748,343	−8.7%	7.53%
LLY	ELI LILLY & Co Healthcare	Held	642	0	$590,492	−14.4%	5.94%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,487	-44	$557,644	+10.5%	5.61%
GOOGL	Alphabet Inc. Communication Services	Held	1,608	0	$462,396	−8.1%	4.65%
AMD	Advanced Micro Devices Inc Technology	Held	2,009	0	$408,690	−5.0%	4.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	836	-11	$400,611	−5.9%	4.03%
UNP	Union Pacific Corp Industrials	Reduced	1,147	-236	$278,285	−13.0%	2.80%
AMGN	Amgen Inc Healthcare	Held	768	0	$270,220	+7.5%	2.72%
SPY	Spdr S&P 500 ETF Trust	Held	374	0	$243,227	−4.6%	2.45%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Held	724	0	$220,153	+5.9%	2.22%
AVGO	Broadcom Inc. Technology	Held	661	0	$204,586	−10.6%	2.06%